Compass Ion Advisors, LLC Sells in Q3 2025

Compass Ion Advisors, LLC

  • $958 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VFH
Vanguard Financial ETF

ETFs
-38
- 1.09%
$125.23 - $132.78 $4.76K - $5.05K
3.44K $451K
POCT
Innovator U.S. Equity Power Bu

ETFs
-37
- 0.57%
$41.27 - $43.1 $1.53K - $1.59K
6.51K $280K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-212
- 6.87%
$98.99 - $112.2 $21K - $23.8K
2.87K $317K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-488
- 2.52%
$28.15 - $30.13 $13.7K - $14.7K
18.8K $558K
AXP
American Express CO

Financial Services
-3
- 0.2%
$294.27 - $342.31 $883 - $1.03K
1.51K $500K
CVX
Chevron Corp

Energy
-285
- 5.22%
$145.57 - $161.83 $41.5K - $46.1K
5.18K $803K
ADI
Analog Devices Inc

Technology
-16
- 0.45%
$220.68 - $255.63 $3.53K - $4.09K
3.54K $868K
ITW
Illinois Tool Works Inc

Industrials
-88
- 2.47%
$252.31 - $269.41 $22.2K - $23.7K
3.48K $906K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-710
- 4.5%
$133.48 - $144.38 $94.8K - $103K
15.1K $2.15M
VNQ
Vanguard Specialized Funds Van

ETFs
-609
- 1.58%
$88.47 - $93.24 $53.9K - $56.8K
37.9K $3.47M
MLM
Martin Marietta Materials Inc

Basic Materials
-1
- 0.16%
$546.36 - $631.12 $546 - $631
612 $385K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-440
- 3.82%
$108.46 - $120.63 $47.7K - $53.1K
11.1K $1.32M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-452
- 2.24%
$132.9 - $142.03 $60.1K - $64.2K
19.7K $2.78M
NSC
Norfolk Southern Corp

Industrials
-74
- 2.77%
$259.49 - $300.41 $19.2K - $22.2K
2.6K $779K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.18K
- 2.96%
$49.43 - $54.52 $58.5K - $64.5K
38.7K $2.1M
FAST
Fastenal CO

Industrials
-25
- 0.14%
$42.47 - $50.39 $1.06K - $1.26K
18K $880K
VBK
Vanguard Small Cap Growth ETF

ETFs
-142
- 1.73%
$276.51 - $305.12 $39.3K - $43.3K
8.08K $2.4M
VB
Vanguard Small Cap ETF

ETFs
-811
- 3.95%
$237.58 - $259.17 $193K - $210K
19.7K $5.01M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-84
- 0.74%
$459.11 - $506.91 $38.6K - $42.6K
11.2K $5.63M
ROST
Ross Stores, Inc.

Consumer Cyclical
-18
- 0.25%
$127.59 - $152.81 $2.3K - $2.75K
7.12K $1.08M
VUG
Vanguard Growth ETF

ETFs
-18
- 0.31%
$433.97 - $484.08 $7.81K - $8.71K
5.81K $2.78M
AZO
Autozone Inc

Consumer Cyclical
-1
- 0.24%
$3649.42 - $4354.54 $3.65K - $4.35K
408 $1.75M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-3.62K
- 1.88%
$23.82 - $25.84 $86.3K - $93.6K
189K $4.87M
UTHR
United Therapeutics Corp

Healthcare
-28
- 1.12%
$274.7 - $438.75 $7.69K - $12.3K
2.48K $1.04M
VEU
Vanguard Ftse All World Ex Us

ETFs
-3
- -0.0%
$66.38 - $71.68 $199 - $215
77.9K $5.56M
APH
Amphenol Corp

Technology
-111
- 0.75%
$97.39 - $125.4 $10.8K - $13.9K
14.7K $1.82M
VBR
Vanguard Small Cap Value ETF

ETFs
-340
- 1.05%
$195.41 - $212.37 $66.4K - $72.2K
32K $6.68M
ABBV
Abb Vie Inc.

Healthcare
-17
- 0.18%
$184.85 - $231.54 $3.14K - $3.94K
9.31K $2.16M
JNJ
Johnson & Johnson

Healthcare
-282
- 1.93%
$155.17 - $185.42 $43.8K - $52.3K
14.4K $2.66M
SPY
Spdr S&P 500 ETF Trust

ETFs
-320
- 1.56%
$617.65 - $666.84 $198K - $213K
20.2K $13.5M
NVDA
Nvidia Corp

Technology
-190
- 0.2%
$153.3 - $186.58 $29.1K - $35.5K
94.5K $17.6M
Activity Summary
Buys All Purchases 142 New Holdings 14 Increased Positions 128 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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